Loan enquiry assistance only — final approval and terms are decided by the lender.

Business loan enquiry assistance

Business Loan Enquiry Assistance

Running a business and exploring funding? We can help you understand the business-loan enquiry process and prepare with a preliminary document checklist. Eligibility and terms are decided by the lender.

Apply for Business LoanView Checklist

Overview

Enquiry support for eligible business types

Lenders usually assess a business loan application using the business’s vintage, turnover, banking, GST and tax records, as well as the promoters’ credit history. Requirements differ between proprietorships, partnerships, LLPs and private limited companies.

We help you understand the general process, identify which preliminary checklist applies to your business structure, and prepare questions for the lender — so the application stage feels more manageable.

Company or partnership applicant? See the private limited company and partnership checklists.

Applicant profiles

Who typically makes this enquiry

Proprietorships

Individually owned businesses and traders.

Partnership firms

See our dedicated partnership loan page.

Private limited companies

See our dedicated private limited company page.

LLPs and others

Requirements vary — please ask our team.

Preliminary documents

Preliminary document checklist

A starting point only. Document requirements may vary by lender, applicant profile and loan product.

Preliminary checklist

Business loan

  • Trade licence history for the last 3 years, if applicable and requested.
  • Current account bank statements for the last 12 months, as per our preliminary checklist.
  • GST returns, including GSTR-3B where applicable.
  • Income tax returns for the last 3 years, with computation of income and supporting financial statements, as applicable.
  • Tax audit report and relevant CA certificates / forms, if applicable and requested by the lender.
  • Applicant and co-applicant KYC documents.

Requirements may differ for proprietorships, partnerships, LLPs, private limited companies and other business structures.

The lender may request additional documents or waive some items depending on the case. Please confirm the latest requirements with our team before preparing or sharing documents.

Ready with these details? Apply for Business Loan

Share documents only through a verified secure channel

Please do not send Aadhaar, PAN, bank statements, salary slips or property papers through the enquiry form, public email or chat unless our team has confirmed a verified, secure channel for your case. If documents are needed for your case, our team will first explain how, where and why they will be shared, and ask for your consent.

Process

How the enquiry process works

  1. Share your enquiry

    Tell us the type of loan you are exploring and how to reach you. Only basic contact details — no documents.

  2. Discuss your needs with the team

    We call you back to understand your requirement and answer your questions about the enquiry process.

  3. Review the preliminary checklist

    We walk you through the documents a lender may ask for, based on your profile and loan type.

  4. Proceed with the lender, if you choose

    If you decide to go ahead, the lender runs its own application, eligibility checks and approval process.

Ready to apply? It takes about a minute.

Send your loan application details to our team on WhatsApp — we’ll call you back. Final approval and terms are decided by the lender.

Apply for Business Loan Call Now

FAQs

Questions about this enquiry

It depends on your business and the lender. GST returns are often requested where GST registration applies. Please confirm with our team.

Our preliminary checklist mentions three years of tax returns and 12 months of bank statements, but lenders set their own requirements.

Some lenders have minimum business vintage requirements. Eligibility is decided by the lender.

No. Nobody other than the lender can decide on approval. Eligibility depends on the lender’s current policies, your income, credit history, documents and, for secured loans, the property. We will never promise approval.

Goes directly to our WhatsApp

Apply for Business Loan

Fill in a few basic details and send your loan application enquiry to our team on WhatsApp. We will call you back to guide you. No documents are needed at this stage.

  • Only contact and basic enquiry details
  • No Aadhaar, PAN or document uploads
  • No obligation to proceed with any lender

Prefer to talk now?

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Loan application enquiryTakes about 1 minute · Final approval by the lender
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Your application opens in WhatsApp with these details filled in — press Send in WhatsApp to share it with our team. No documents are needed at this stage.

Other services

Important information

Samriddhi Finance provides loan enquiry and assistance services only. We are not a lender. Loan approval, eligibility, interest rates, fees, terms and disbursement are decided solely by the relevant lender. We do not guarantee approval. Read the full disclaimer.

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